Edit an Existing User

This article will show you how to edit an existing user and their information.

Important Note:

If you want to associate Organizations with a user, do so directly from the Organization Profile. Do not use the Organizations tab in the User Profile.

Instructions

1. Search and select a user

2. Hover over your desired Account member and click Edit User

3. Edit the information

   • CivicPlus Platform Account Settings: If your account is connected to the Platform, you may click the button at the top of the screen to update account settings directly on the Platform

   • Basics:

     • Name: Provide first, middle, and last name

     • Date of Birth, Age Group: Provide birthday and general age group

     • Gender: Specify the gender of the user

       Note: If you have enabled the Inclusive Gender Options setting, Non-Binary and Prefer Not To Say will show as options. Other Basics fields may change, depending on Site Settings

   • Address:

     • Address Line 1: Provide the street address

     • Address Line 2: Enter additional address information

     • Zip Code, City, State: Enter ZIP code, city, and state

     • Country: Select the country

     • County/Parish: Enter the residential county or parish

     • Residency Override: Select an option to indicate the user as a resident or non-resident

       Note: Learn how to set residency to require staff approval.

     • Apply Address Changes to Other Household Members: Check for any changes made to the address on this user to apply to all members of the account

   • Contact Info:

     • Phone 1-3: Enter phone number, type of phone, and the mobile carrier

     • Email Preferences: Click Add Email to enter an email address or set email preferences

     • Apply Contact Changes To Other Household Members: Any changes you make to contact information for this account holder will apply to all members of the account

     • Emergency Contacts: Add emergency contacts for the user

       Note: If the Emergency Contacts Required organization option is enabled, you will be required to add the specified number of emergency contacts before saving the user.

   • Account Settings:

     • Username: Create a username

       Note: A blank field will default the email address as their username

     • Primary Email: Enter the main email address

       Note: If the account is connected to the Platform, you will need to verify any changes to the primary email address.

     • Generate Password: Select to create a default password for the user

       Note: This option will only display for organizations that are not on the Platform.

     • User Type: Indicate the user type

     • Deactivated User: Check to deactivate the user

     • User Access: Select access groups

       Note: This option is not available for Public Users.

     • Override Code: This code is used to override permissions when another user does not have the permission required

       Note: Account Settings information is optional (other than Primary Email), but would allow you to create a login for the user to use during subsequent registrations through the web

   • Reset CivicPlus Password: If your account is connected to the Platform, you may click the button at the bottom of the screen to update your password directly on the Platform

4. Click Save User